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Choate Investment Advisors’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

Choate Investment Advisors’s Portfolio VKI Stock Details VKI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-19,814
Closed -$181K – 463
2025
Q4 		$181K Hold
19,814
– – ﹤0.01% 430
2025
Q3 		$174K Hold
19,814
– – ﹤0.01% 417
2025
Q2 		$166K Hold
19,814
– – ﹤0.01% 407
2025
Q1 		$169K Hold
19,814
– – ﹤0.01% 385
2024
Q4 		$173K Hold
19,814
– – ﹤0.01% 391
2024
Q3 		$184K Hold
19,814
– – ﹤0.01% 375
2024
Q2 		$176K Hold
19,814
– – ﹤0.01% 371
2024
Q1 		$168K Hold
19,814
– – ﹤0.01% 398
2023
Q4 		$167K Hold
19,814
– – 0.01% 368
2023
Q3 		$147K Hold
19,814
– – 0.01% 364
2023
Q2 		$167K Sell
19,814
-9,000
-31% -$76.4K 0.01% 287
2023
Q1 		$257K Hold
28,814
– – 0.01% 235
2022
Q4 		$248K Sell
28,814
-3,686
-11% -$30.8K 0.01% 238
2022
Q3 		$264K Hold
32,500
– – 0.02% 213
2022
Q2 		$307K Hold
32,500
– – 0.02% 210
2022
Q1 		$340K Hold
32,500
– – 0.02% 233
2021
Q4 		$396K Hold
32,500
– – 0.02% 204
2021
Q3 		$405K Hold
32,500
– – 0.03% 193
2021
Q2 		$397K Hold
32,500
– – 0.02% 194
2021
Q1 		$385K Hold
32,500
– – 0.02% 198
2020
Q4 		$369K Buy
32,500
+22,500
+225% +$248K 0.02% 188
2020
Q3 		$108K Hold
10,000
– – 0.01% 246
2020
Q2 		$105K Buy
+10,000
New +$103K 0.01% 239

Other funds holding VKI

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $184M AUM 29.46% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Choate Investment Advisors's VKI Position: Q1 2026 in Review

Choate Investment Advisors sold out of Invesco Advantage Municipal Income Trust II (VKI) in Q1 2026, closing a stake of 19,814 shares — an estimated $181K sold.

Choate Investment Advisors first reported a position in VKI in Q2 2020 and held it in 23 quarters. The position peaked at $405K in Q3 2021. 64 funds tracked by Wall St. Rank hold VKI as of Q1 2026.

  • Choate Investment Advisors reported no remaining Invesco Advantage Municipal Income Trust II position as of Q1 2026 after selling out during the quarter.
  • Choate Investment Advisors sold 19,814 Invesco Advantage Municipal Income Trust II shares in Q1 2026, an estimated $181K.
  • Choate Investment Advisors first reported a position in Invesco Advantage Municipal Income Trust II in Q2 2020 and held it in 23 quarters.
  • Choate Investment Advisors's Invesco Advantage Municipal Income Trust II position peaked at $405K in Q3 2021.
  • 64 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.